Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Velocity Credit Union
EIN 74-1200165bankingLatest filing 2025
Plans
3
Retirement
2
$78.0M assets
Health & Benefits
1
$2.0M premiums
Participants
617
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $78.0M assets / 411 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.0M premiums / 227 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$280K
- Life$280K
- Short-term disability$280K
- Long-term disability$280K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#012
VELOCITY CREDIT UNION PENSION PLAN
Traditional DB
Assets$56.4M
Participants151
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#033
VELOCITY CREDIT UNION THRIFT AND SAVINGS PLAN
401(k)
Assets$21.6M
Participants260
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
VELOCITY CREDIT UNION HEALTH AND WELFARE PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.0M
Covered lives227
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #012 | VELOCITY CREDIT UNION PENSION PLAN | Traditional DB | $56.4M | 151 | 2025 |
| #033 | VELOCITY CREDIT UNION THRIFT AND SAVINGS PLAN | 401(k) | $21.6M | 260 | 2025 |
- #012 · Traditional DB · 2025151
- #033 · 401(k) · 2025260
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | VELOCITY CREDIT UNION HEALTH AND WELFARE PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.0M | 227 | 2025 |
- #503 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025227
Retirement plans
Health & Benefits plans